Privacy Policy

Introduction

SBC Social Marketing LLC, a marketing company ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website sbc401k.com (the "Site") or use our services. Please read this policy carefully. By using the Site, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information

• Name
• Email address
• Phone number
• ZIP code, investable-asset range and workplace-plan quiz answers when you submit the quiz
• Information you provide when scheduling a consultation via Calendly
• Any other information you voluntarily submit through forms on the Site

Quiz progress, ZIP, answers and contact details already entered are stored in your browser so you can resume. A database lead is created only after all required details are valid and you submit. After a successful save, the stored quiz receipt and answers remain available, but contact details are removed from the browser draft.

Automatically Collected Information

• IP address
• Browser type and version
• Operating system
• Pages visited, time spent on pages, and referring URLs
• Device information
• Cookies and similar tracking technologies

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Provide, operate, and maintain the Site
• Improve and personalize your experience on the Site
• Communicate with you about our services, including follow-up communications
• Analyze Site usage to improve our content and services
• Comply with legal obligations

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your browsing activity on our Site. This includes:

• Meta (Facebook) Pixel: We use the Meta Pixel to track conversions, optimize ad delivery, and build targeted audiences for future ads. The Pixel may collect data such as pages visited, actions taken on the Site, and device information.
• Calendly: When you schedule a meeting through our embedded Calendly widget, Calendly may set its own cookies and collect data subject to Calendly's own privacy policy.
• Analytics cookies: We may use analytics services to help us understand how visitors interact with the Site.
• Google Analytics 4: We use Google Analytics 4 to measure page views and limited quiz and review events (such as a quiz starting or completing). Quiz answers, names and contact details are not sent to Google Analytics.
• Microsoft Clarity: We may use Microsoft Clarity to understand how pages are used, such as scrolling and clicks, subject to Microsoft's privacy statement.
• First-party analytics: The Site records basic visit information, such as page path, referrer, campaign parameters and screen size, to its own server.

You can control cookies through your browser settings. Please note that disabling cookies may affect the functionality of the Site.

Third Party Services

We may share your information with the following third party service providers who assist us in operating the Site and delivering our services:

• Calendly: For scheduling consultations
• Meta (Facebook): For advertising and analytics via the Meta Pixel
• Hosting providers: For website hosting and infrastructure
• Resend: For delivering email notifications when an optional review is requested
• SBC Financial: If you request an optional review, your name, email, phone and any quiz answers you choose to include are shared with a financial advisor at SBC Financial, who will contact you. Advisory services are offered only through SBC Financial.

These third parties are obligated to protect your information and use it only for the purposes for which it was shared. We do not sell your personal information to any third party.

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, comply with our legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it.

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• The right to access, update, or delete your personal information
• The right to opt out of marketing communications
• The right to request a copy of the data we hold about you
• The right to withdraw consent at any time
• The right to lodge a complaint with a data protection authority

To exercise any of these rights, please contact us at info@gosbc.net.

Children's Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information promptly.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us: